Wisdom Index
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
12900 Preston Rd Ste 780, Dallas, Texas,...Phone Number
(800) 931-5110Website
www.wisdomindex.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About Wisdom Index
Wisdom Index Advisors is a fee-only wealth management firm that provides comprehensive wealth planning solutions to families, individuals, non-profit organizations, trustees, and sponsors of retirement plans. Their proprietary approach, known as 'Walking in Wisdom,' connects clients' values and goals with foundational truths and investment science. The firm utilizes the Wisdom Index, a unique tool that aligns financial resources with life priorities, and bases its investment philosophy on Nobel-prize winning research. Wisdom Index Advisors aims to build long-term partnerships with clients while offering organic advice free from conflicts of interest.Explore more
Popular SearchesWisdom Index LLCWisdom IndexWisdom Global Wealth Management IncWisdom Global WealthWisdom Global Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more
Wisdom Index Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
11-50
Private
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MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
Wisdom Index is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wisdom Index is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wisdom Index.
Wisdom Index Tech Stack
A closer look at the technologies used by Wisdom Index
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Wisdom Index Advisors is a fee-only wealth management firm that provides comprehensive wealth planning solutions to families, individuals, non-profit organizations, trustees, and sponsors of retirement plans. Their proprietary approach, known as 'Walking in Wisdom,' connects clients' values and goals with foundational truths and investment science.... Read More
